RWDIX Mutual Fund

RWDIX Mutual Fund

NAV$11.00
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Returns Overview

1 Month
+0.10%
3 Months
+1.94%
6 Months
+1.42%
YTD
+1.42%
1 Year
+4.73%
3 Years (annualized)
+4.80%
5 Years (annualized)
+0.14%
10 Years (annualized)
+1.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RWDIX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.42%
Peer Avg (YTD)
+3.23%
vs Peers
-1.80%

RWDIX Mutual Fund Performance

RWDIX performance across multiple time periods: 1-month 0.10%, YTD 1.42%, 1-year 4.73%, 3-year 4.80%, 5-year 0.14%, 10-year 1.77%.

RWDIX returns trail the peer average of 3.23% YTD. With an expense ratio of 2.20%, investors should weigh costs against performance when evaluating this mutual fund.

RWDIX performance comparison shows side-by-side returns with another fund. RWDIX alternatives are available in the Mutual Fund Screener.